Sample Bequest Language

General Purpose (Unrestricted) Specific Bequest

I give, devise, and bequeath ___________ (insert dollar amount or item of property to be donated) to the American Heart Association, Inc., or its successor organization, a nonprofit corporation with tax identification number 13-5613797 and with national headquarters located at 7272 Greenville Avenue, Dallas, Texas 75231, to be used for fighting heart disease and stroke.

General Purpose (Unrestricted) Residuary Bequest

I give, devise and bequeath __________ (insert % amount) of all the rest, residue and remainder of my estate to the American Heart Association, Inc., or its successor organization, a nonprofit corporation with tax identification number 13-5613797 and with national headquarters located at 7272 Greenville Avenue, Dallas, Texas 75231, to be used for fighting heart disease and stroke.

Restricted Purpose Bequest

I give, devise, bequeath, ___________ (insert dollar amount, item of property or % of residue) to the American Heart Association, Inc., or its successor organization, a nonprofit corporation with tax identification number 13-5613797 and with national headquarters located at 7272 Greenville Avenue, Dallas, Texas 75231, to be used exclusively [insert restricted use language here – examples below].

Examples: in the state of Florida; in XYZ County; for research; for community programs; for education programs; for public advocacy; for children’s programs; etc.